Access profiles
Each user of the organization has an Access Profile. The profile sets what the user can do:
| Permission | Basic | Operator | Manager | Administrator |
|---|---|---|---|---|
| View organization, send documents and view templates | Yes | Yes | Yes | Yes |
| Delete, cancel, refuse, pause and resume documents they created | Yes | Yes | Yes | Yes |
| Create and manage templates they created | Yes | Yes | Yes | Yes |
| View the organization's documents, folders and restricted templates | Yes | Yes | Yes | |
| Move documents they created | Yes | Yes | Yes | |
| Delete, cancel, refuse, move, pause and resume any document | Yes | Yes | ||
| Create and manage folders and templates | Yes | Yes | ||
| Create, edit and delete contacts | Yes | Yes | ||
| Manage users | Yes | |||
| Manage organization (settings, integrations, webhooks and billing) | Yes |
Some instance settings change this table:
- If the instance does not let everyone create documents, the instance administrator must allow sending.
- The instance can let the Basic and Operator profiles manage contacts.
- Pausing and resuming documents only shows if the instance has pausing turned on.
Besides the organization profile, a user can have a role in a folder. The folder role gives access to that folder's documents.